09.02.2026
Our FY 2025 Industrials M&A Insights Report is live, and the data tells a compelling story. Download here: link
Summary
While global transaction volumes in the industrials sector have declined by roughly 10%, deal values have surged by €60 billion. The takeaway?
Strategic acquirers and private equity are being more selective, but when they move, they're moving decisively. In Phase 1, we spotlight two sub-sectors shaping this dynamic:
Aerospace & Defence remains resilient amid geopolitical uncertainty. With global defence budgets reaching USD 2.72 trillion in 2024 and record aircraft backlogs stretching 14 years, the sector continues to attract capability-driven M&A. Unmanned systems, AI-enabled operations, and space technologies are redefining where strategic value lies.
Automotive is navigating a pivotal transition. Despite flat deal volumes, average transaction values in H1 2025 have rebounded significantly, rising from €308M to €440M. The electrification push, connected vehicle technology, and evolving supply chain strategies are driving consolidation as OEMs and suppliers position for what comes next.
Download the full report on our website here, to explore the data, key transactions, and expert perspectives from Translink's global team: link
